Vericrest Private Wealth
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Vericrest Private Wealth’s Microsoft MSFT Stock Holding History

Vericrest Private Wealth’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478K Hold
931
– – 0.43% 29
2026
Q2 		$347K Sell
931
-3,598
-79% -$1.46M 0.31% 32
2026
Q1 		$1.68M Sell
4,529
-266
-6% -$111K 1.5% 17
2025
Q4 		$2.32M Buy
+4,795
New +$2.4M 2.06% 17
2022
Q2 		$1.16M Hold
4,504
– – 1.42% 22
2022
Q1 		$1.39M Buy
4,504
+2
+0% +$602 1.44% 23
2021
Q4 		$1.51M Buy
+4,502
New +$1.46M 1.4% 24

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vericrest Private Wealth's MSFT Position: Q3 2026 in Review

Vericrest Private Wealth held its Microsoft (MSFT) position steady in Q3 2026 at 931 shares worth $478K. The position accounts for 0.43% of the portfolio, ranked #29.

Vericrest Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2025. 4,210 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Vericrest Private Wealth held 931 shares of Microsoft worth $478K as of Q3 2026.
  • Vericrest Private Wealth left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.43% of Vericrest Private Wealth's portfolio in Q3 2026, its #29 holding.
  • Vericrest Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 7 quarters since.
  • Vericrest Private Wealth's Microsoft position peaked at $2.32M in Q4 2025.
  • 4,210 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.